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Root Financial Partners’s First National Corp FXNC Stock Holding History

Root Financial Partners’s Portfolio FXNC Stock Details FXNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-11
Closed -$296 – 1471
2026
Q1 		$296 Buy
+11
New +$291 ﹤0.01% 3045

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PU
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Acadian Asset Management
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SCP
Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Root Financial Partners's FXNC Position: Q2 2026 in Review

Root Financial Partners sold out of First National Corp (FXNC) in Q2 2026, closing a stake of 11 shares — an estimated $296 sold.

Root Financial Partners first reported a position in FXNC in Q1 2026 and held it in 1 quarter. The position peaked at $296 in Q1 2026. 90 funds tracked by Wall St. Rank hold FXNC as of Q2 2026.

  • Root Financial Partners reported no remaining First National Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 11 First National Corp shares in Q2 2026, an estimated $296.
  • Root Financial Partners first reported a position in First National Corp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's First National Corp position peaked at $296 in Q1 2026.
  • 90 funds tracked by Wall St. Rank held First National Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.